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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,672 | $86,922+17.0% | $102,438-0.7% | $80,874+25.7% |
| Participation rate | 63.2% | 72.4%-9.1pp | 76.5%-13.3pp | 67.6%-4.4pp |
| Annual return | 8.73% | 18.90%-10.2pp | 29.37%-20.6pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,815 | $4,119-7.4% | $5,054-24.5% | $4,297-11.2% |
| Admin fee / account holder | $11,315 | $8,050+40.6% | $9,448+19.8% | $6,935+63.2% |